APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$12.3M
3
+$9.32M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$8.71M
5
COIN icon
Coinbase
COIN
+$7.12M

Top Sells

1
+$21.7M
2
+$9.68M
3
+$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$19K ﹤0.01%
2,300
2252
$18.9K ﹤0.01%
110
+36
2253
$18.8K ﹤0.01%
1,000
2254
$18.7K ﹤0.01%
1,750
2255
$18.6K ﹤0.01%
233
+77
2256
$18.6K ﹤0.01%
+800
2257
$18.5K ﹤0.01%
564
2258
$18.5K ﹤0.01%
1,269
2259
$18.4K ﹤0.01%
1,535
-171
2260
$18.4K ﹤0.01%
189
+36
2261
$18.4K ﹤0.01%
+1,099
2262
$18.4K ﹤0.01%
8,000
2263
$18.3K ﹤0.01%
+389
2264
$18.3K ﹤0.01%
308
+20
2265
$18.2K ﹤0.01%
161
2266
$18.2K ﹤0.01%
657
2267
$18.2K ﹤0.01%
450
2268
$18.2K ﹤0.01%
266
+37
2269
$18.1K ﹤0.01%
123
2270
$18K ﹤0.01%
1,245
2271
$17.9K ﹤0.01%
533
2272
$17.9K ﹤0.01%
158
+8
2273
$17.8K ﹤0.01%
15
2274
$17.6K ﹤0.01%
513
2275
$17.6K ﹤0.01%
+215
89 90
91
92 93